Analyst

• Conduct detailed reconciliations of carrier commission statements within EPIC to ensure complete and accurate financial data
• Investigate and resolve complex discrepancies or payment variances, ensuring timeliness and precision in all reconciliations
• Monitor and validate data integrity across systems, ensuring accurate alignment between EPIC, carrier feeds, and financial reporting tools
• Lead periodic internal audits of commission data, workflows, and processes to validate compliance with company standards and regulatory requirements
• Establish and maintain audit-ready documentation supporting all reconciliation and financial activities
• Identify and communicate trends, risks, and control gaps uncovered during audit or reconciliation activities
• Partner with Finance, Accounting, and Compliance teams to enhance EPIC financial integrity excellence, ensuring consistent and reliable reporting
• Develop and deliver recurring and ad hoc reports summarizing reconciliation and audit findings, variances, and root-cause analyses
• Provide actionable insights and recommendations to leadership to improve data quality and process efficiency
• Support financial planning, forecasting, and carrier relationship management with accurate and timely reporting
• Evaluate existing reconciliation and audit workflows; recommend and implement process enhancements or automation to improve accuracy and efficiency
• Maintain and continuously improve internal controls to ensure EPIC data consistency and regulatory compliance
• Collaborate on enterprise-level initiatives to standardize reconciliation, audit, and reporting processes across divisions
• Act as a subject-matter expert in commission and reconciliation processes, supporting team training and best practices
• Serve as a liaison with carriers to resolve complex commission or audit-related issues, promoting transparency and trust

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